All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHX,VOO,FXAIX: Total Return Chart (with Dividends Reinvested)

Tue 2011-05-10? to Thu 2025-05-01 YTD
Return
TR
Price
SCHX
×
−4.55%
2025-05-01
8.917 TR
2025-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
VOO
×
−4.39%
2025-05-01
6.665 TR
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
FXAIX
×
−4.36%
2025-05-01
5.314 TR
2025-05-01
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
SCHX
×
+546.67%
+14.29%/yr
+15.06%/yr
(R2=0.980)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
VOO
×
+435.52%
+12.76%/yr
+13.45%/yr
(R2=0.979)
Vanguard S&P 500 ETF Exchange-Traded Fund
FXAIX
×
+431.42%
+12.69%/yr
+13.33%/yr
(R2=0.978)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10? to Thu 2025-05-01 Start
Value
End
Value
SCHX
×
$10,000.00
2011-05-10
$64,667.43
2025-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-05-10
$53,551.55
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
FXAIX
×
$10,000.00
2011-05-10
$53,142.13
2025-05-01
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year SCHX VOO FXAIX
2025 (YTD) −4.55% −4.39% −4.36%
2024 +26.46% +24.98% +25.01%
2023 +29.81% +26.32% +26.29%
2022 −19.41% −18.17% −18.14%
2021 +27.66% +28.79% +28.71%
2020 +20.81% +18.32% +18.42%
2019 +34.82% +31.37% +31.33%
2018 −3.51% −4.50% −5.02%
2017 +23.11% +21.77% +21.60%
2016 +15.34% +12.17% +11.41%
2015 +3.05% +1.33% +1.11%
2014 +15.46% +13.56% +14.29%
2013 +34.77% +32.39% +32.39%
2012 +18.88% +15.99% +16.00%
2011 +3.41% +1.90% −5.95%
2010 +17.15% +14.78%
2009 +7.34%

Drawdowns

Tue 2011-05-10? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
SCHX
×
−8.88% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
VOO
×
−8.61% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
FXAIX
×
−8.59% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund